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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Invesco Main Street R (OMGNX - Free Report) . OMGNX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.44%, and a five-year annualized return track record of 11.33%.
Vanguard Windsor-II Admiral (VWNAX) is a stand out amongst its peers. VWNAX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 12.67%, expense ratio of 0.24% and management fee of 0.22%, this diversified fund is an attractive buy with a strong history of performance.
American Funds New Economy R5 (RNGFX): 0.46% expense ratio and 0.36% management fee. RNGFX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With a five-year annual return of 11.11%, this fund is a well-diversified fund with a long track record of success.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.
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Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's take a look at some of our top-ranked mutual funds with the lowest fees.
If you are looking to diversify your portfolio, consider Invesco Main Street R (OMGNX - Free Report) . OMGNX is a part of the Large Cap Growth mutual fund category, which invest in many large U.S. companies that are expected to grow much faster compared to other large-cap stocks. This fund is a winner, boasting an expense ratio of 1.06%, management fee of 0.44%, and a five-year annualized return track record of 11.33%.
Vanguard Windsor-II Admiral (VWNAX) is a stand out amongst its peers. VWNAX is a Large Cap Value fund. These funds invest in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With five-year annualized performance of 12.67%, expense ratio of 0.24% and management fee of 0.22%, this diversified fund is an attractive buy with a strong history of performance.
American Funds New Economy R5 (RNGFX): 0.46% expense ratio and 0.36% management fee. RNGFX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations With a five-year annual return of 11.11%, this fund is a well-diversified fund with a long track record of success.
There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk.